NOTE: This role does not offer Relocation or Sponsorship. Applicants must be eligible to work in the location
To provide High Net Worth and Ultra High Net Worth clients across East Africa with comprehensive, product-agnostic relationship management, exceptional service and trusted advice relating to their long-term wealth, investment, estate and offshore planning needs. The role is responsible for promoting and delivering the International Wealth & Investment proposition, including investment management, lending, trust and fiduciary solutions, banking services and wealth structuring, while building enduring client relationships and supporting the preservation and growth of client wealth.
Key Outputs:
- Build and deepen relationships with high-net-worth clients.
- Acquire new wealth clients and grow assets and revenue through cross-selling onshore and offshore products.
- Provide expert advice on investments, wealth structuring, estate planning, and offshore solutions.
- Work closely with lawyers, accountants, family offices, property professionals, and other advisers to deliver client solutions.
- Host client events and present wealth management offerings to prospective and existing clients.
- Ensure compliance with relevant regulations, policies, and risk standards.
- Provide strategic insights and performance reporting to leadership.
Education:
- Post Graduate Diploma in Business Commerce or similar studies
Experience Required
- 3-4 years' experience in Personal and Private Banking within Wealth and Investments
- 3-4 years' experience in a retail environment which will provide the skills for client needs, relationships and the offerings from which to build on in wealth.
- 5-7 years relevant experience with specialist and technical knowledge in the financial services industry, preferably with relationship management experience in Wealth, Private Clients, Business Banking or Investment Banking
- Strong knowledge of East African Wealth Markets
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Conveying Self-Confidence
- Developing Strategies
- Documenting Facts
Technical Competencies:
- Banking Process & Procedures
- Client Knowledge
- Client Servicing
- Customer Reception and Channelling
- Customer Understanding (Business Banking)
- Product Knowledge (Business Banking)
- Product Knowledge (Consumer Banking)
Closing date 15 November 2026
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